Destination Wealth Management Schwab Fundamental U S Large C Transaction History

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024

A detailed history of Destination Wealth Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Destination Wealth Management holds 9,354 shares of FNDX stock, worth $232,072. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,354
Previous 2,919 220.45%
Holding current value
$232,072
Previous $209,000 5.74%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$23.49 - $71.77 $151,158 - $461,839
6,435 Added 220.45%
9,354 $221,000
Q3 2024

Nov 25, 2024
BUY
$65.36 - $71.76 $190,785 - $209,467
2,919 New
2,919 $209,000
Q4 2023

Feb 13, 2024
BUY
$53.46 - $62.11 $186,415 - $216,577
3,487 New
3,487 $215,000
Q2 2022

Jul 29, 2022
SELL
$49.93 - $59.29 $220,890 - $262,298
-4,424 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$55.41 - $59.9 $245,133 - $264,997
4,424 New
4,424 $259,000
Q3 2020

Nov 12, 2020
SELL
$36.46 - $41.42 $209,790 - $238,330
-5,754 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
$29.92 - $40.24 $237,624 - $319,586
-7,942 Reduced 57.99%
5,754 $212,000
Q1 2020

May 13, 2020
SELL
$27.15 - $43.59 $4,506 - $7,235
-166 Reduced 1.2%
13,696 $429,000
Q4 2019

Feb 12, 2020
BUY
$38.15 - $42.78 $528,835 - $593,016
13,862 New
13,862 $592,000
Q3 2019

Nov 13, 2019
SELL
$39.35 - $40.14 $2,124 - $2,167
-54 Closed
0 $0
Q2 2019

Jul 19, 2019
SELL
N/A
-1,114 Reduced 95.38%
54 $2,000
Q1 2019

May 01, 2019
SELL
N/A
-1,051 Reduced 47.36%
1,168 $44,000
Q4 2018

Feb 05, 2019
SELL
N/A
-1,799 Reduced 44.77%
2,219 $75,000
Q3 2018

Nov 07, 2018
BUY
N/A
291 Added 7.81%
4,018 $159,000
Q2 2018

Jul 31, 2018
BUY
N/A
3,394 Added 1019.22%
3,727 $139,000
Q1 2018

Apr 05, 2018
BUY
N/A
333 New
333 $19,000

Others Institutions Holding FNDX

# of Institutions
654
Shares Held
573M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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